Mortgage Lending FAQs

To further assist us in processing your mortgage application the following information may be needed for underwriting purposes. Please submit these required documents at your earliest convenience if you wish to continue with the application process. If you have any questions or need further assistance please do not hesitate to call.

Delavan - Ph. 262-728-2265
Sharon – Ph. 262-736-4414
Clinton - Ph. 608-676-4700
Lake Geneva – Ph. 262-248-7800

  • Current year-to-date copy of your pay stub or wage statement
  • Copies of W-2′s for the past two years
  • One months statements of current bank accounts (checking, savings, certificates of deposits)
  • Current statement of investment accounts (401K, IRA, Stocks)
  • Valid ID

If you are self-employed, you may also need:

  • Previous two years personal tax returns
  • Previous two years business tax returns
  • Current year-to-date business financial statement

If you are refinancing your home, you may also need:

  • Copy of your most current tax bill
  • Copy of your homeowner’s insurance
  • Copy of your previous title policy
  • Statement of existing mortgage balance